May 24, 2018

Evor C. Vattuone, CFP®

Lending Money to Family and Friends: Two ...

When asked by friends or family members to lend them money, what do you do? First, take notice of these two aspects.

Lending Money to Family and Friends: Two Factors to Consider

College Planning

Aspire Planning Associates

May 13, 2024

Financial Planning, College Planning

7 Financial Tips for Parents: Planning for Your Child's Higher Education

Aspire Planning Associates

May 13, 2024

Financial Planning, College Planning

7 Financial Tips for Parents: Planning for Your Child's Higher Education

This article is dedicated to parents who are planning for their children’s higher education and aiming to minimize the burden of student loan debt, which has grown significantly in recent years. Read More >

Aspire Planning Associates

February 15, 2024

Financial Planning, College Planning, Building Wealth & Savings, Retirement Planning, Strategic Thinking & Life

The 529 to Roth IRA Rollover Opportunity in 2024

Aspire Planning Associates

February 15, 2024

Financial Planning, College Planning, Building Wealth & Savings, Retirement Planning, Strategic Thinking & Life

The 529 to Roth IRA Rollover Opportunity in 2024

Thanks to updates in the SECURE 2.0 Act concerning retirement and education savings, 2024 brings the newfound flexibility to repurpose unused 529 funds for retirement savings—an option that wasn’t previously available. Read More >

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